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iShares ESG Optimized MSCI USA ETF

450 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.06B → $2.08B (+$22.4M)

0.5% more ownership

Funds ownership: 58.65%59.14% (+0.5%)

1% less funds holding

Funds holding: 453450 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 178

Holders
450
Holders Change
-3
Holders Change %
-0.66%
% of All Funds
6.5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
178
Closed
25
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
126
Gould Asset Management
California
$1.6M -$52K -480 -3%
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.57M +$217 +2 +0%
FWM
128
Fingerlakes Wealth Management
New York
$1.57M +$41K +378 +3%
LWMG
129
Levy Wealth Management Group
Pennsylvania
$1.56M +$206K +1,905 +16%
TC
130
Trust Company
Kansas
$1.55M -$63.4K -585 -4%
EWM
131
Evercore Wealth Management
New York
$1.52M
TIAA Trust, National Association
132
TIAA Trust, National Association
North Carolina
$1.44M
AA
133
Addison Advisors
Vermont
$1.44M -$10.5K -97 -0.8%
EH
134
Equitable Holdings
New York
$1.44M -$61.7K -569 -4%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.43M +$68.8K +635 +5%
BDFN
136
Bond & Devick Financial Network
Minnesota
$1.4M -$12.8K -118 -0.9%
RCA
137
Resonant Capital Advisors
Wisconsin
$1.4M -$23K -212 -2%
CA
138
Clearstead Advisors
Ohio
$1.38M +$358K +3,303 +37%
APP
139
Avantax Planning Partners
Iowa
$1.38M
ACA
140
Aptus Capital Advisors
Alabama
$1.36M
MCCA
141
Mill Creek Capital Advisors
Pennsylvania
$1.35M +$2.17K +20 +0.2%
PA
142
Parkside Advisors
California
$1.34M -$23.8K -220 -2%
FA
143
Fountainhead AM
New Jersey
$1.33M -$45.2K -417 -3%
WB
144
WesBanco Bank
West Virginia
$1.32M +$5.09K +47 +0.4%
PGA
145
Portland Global Advisors
Maine
$1.32M
Franklin Resources
146
Franklin Resources
California
$1.31M +$8.02K +74 +0.6%
D
147
Diversified
Delaware
$1.3M +$1.01M +9,284 +408%
AAS
148
Avantax Advisory Services
Texas
$1.28M -$33.8K -312 -3%
BFA
149
Bluestem Financial Advisors
Illinois
$1.27M -$31.2K -288 -2%
WFAG
150
Wescott Financial Advisory Group
Pennsylvania
$1.25M +$323K +2,977 +36%

SUSA Hedge Fund Activity: Q2 2024 in Review

450 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2024, worth a combined $2.08B — up 1.1% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUSA positions and 25 closed out — a net gain of 2 holders — while 124 added to existing stakes and 178 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $12.3M. The largest seller was Spinnaker Trust, cutting an estimated $11.7M.

  • 450 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2024, down from 453 in Q1 2024.
  • Funds reported $2.08B of iShares ESG Optimized MSCI USA ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2024 was Bank Hapoalim BM, an estimated $12.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2024 was Spinnaker Trust, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.